Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Loomis Sayles Inv Grd Bd F N Registered Investment Company in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLAYTON FOUNDATION FOR RESEARCH CLAYTON FOUNDATION FOR RESEARCH EMPLOYEES' 401K | HOUSTON TX | 40 | $19.5M | $906K |
| 2 | IMPAC MORTGAGE HOLDINGS, INC. THE IMPAC MORTGAGE CORP. 401(K) SAVINGS PLAN | NEWPORT BEACH CA | 42 | $21.7M | $648K |
| 3 | MASON MCDUFFIE MORTGAGE CORPORATION |
SAN RAMON CA |
| 291 |
| $13.9M |
| $289K |
| 4 | TEXAS RESEARCH INTERNATIONAL, INC. TEXAS RESEARCH INTERNATIONAL, INC. 401(K) PLAN | AUSTIN TX | 161 | $23.7M | $102K |
